Relationship Banking Specialist — Elevate Client Growth

National Black MBA Association

McDonough, Northern (GA, KY)

On-site

USD 32,000 - 38,000

Full time

6 days ago
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Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, understand financial goals, and connect clients to appropriate lending, investing, and small business resources.

The role requires a proactive, enthusiastic self-starter who communicates clearly, collaborates across teams, and can handle weekends or extended hours as needed to serve clients and the

Qualifications

  • Self-starter with strong work ethic and results orientation.
  • Clear communication and relationship-building skills.
  • Ability to learn and adapt to new information and technology platforms.
  • Comfort engaging all clients and educating on self-service banking.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows established processes and guidelines to act in the client and bank's best interest.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and cash handling responsibilities.

Skills

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree in Business/Finance or related field

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, understand financial goals, and connect clients to appropriate lending, investing, and small business resources.

The role requires a proactive, enthusiastic self-starter who communicates clearly, collaborates across teams, and can handle weekends or extended hours as needed to serve clients and the

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